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Senior Investment Analyst ‚ Equity Team

Posted by: Tova

Posted date: Feb-07-2017

Location: Cleveland, OH

Position Specification
Cleveland Clinic Investment Office
Senior Investment Analyst ‚ Equity Team
Cleveland Clinic Overview
The Cleveland Clinic is a multispecialty academic hospital center that integrates clinical and hospital care with research and education. With more than 4,450 beds, Cleveland Clinic is one of the largest and most respected health systems nationally and internationally. The Cleveland Clinic's main campus consists of 41 buildings on 160 acres. It also operates 18 family health and ambulatory surgery centers in surrounding communities. In addition, Cleveland Clinic has affiliated facilities in Florida, Nevada, Canada, and Abu Dhabi.
The Cleveland Clinic was founded in 1921 in Cleveland, Ohio by four renowned physicians with a vision of providing outstanding patient care based upon the principles of cooperation, compassion and innovation. The founders wanted to form a group practice in which individual members would share clinical expertise and specialization and would dedicate themselves to the education of future medical practitioners. It would also be a place where innovations in medical procedures and practices would be encouraged through basic and applied research activities. The four founders also envisioned a corporate structure that would support their vision. It involved the oversight and direction by a separate board of community trustees in matters unrelated to patient and medical practice issues.
‚Patients First‚ is the guiding principle of Cleveland Clinic. It declares the primacy of patient care, comfort and communication in every activity they undertake. It affirms the importance of research and education for the improvement of patient care. ‚Patients First‚ also demands a relentless focus on measurable quality. By setting standards, collecting data, and analysing results, Cleveland Clinic puts patients first through improved outcomes and better service, providing a healthier future for all. Cleveland Clinic operates as an integrated and cooperative group practice, as an academic medical center and as an active research institute.
Attentiveness to innovative research, education, and high quality treatment is of key importance. The Cleveland Clinic most recently recorded 5.9 million total visits, serving some of the highest acuity patients who come from across the United States and 147 countries around the world. As one of the largest and most respected hospitals in the country, Cleveland Clinic is consistently named as one of the nation‚s best hospitals in U.S. News & World Report‚s ‚America‚s Best Hospitals‚ survey, with a heart and surgery program that has been ranked No. 1 each year since 1995.
Cleveland Clinic has a distinctive culture, shaped by its focus on the patient, its commitment to quality care and innovation, and its physician-led practices. It has an egalitarian culture with 3,200 physicians and scientists on staff, representing 120 specialties and subspecialties. From 1921 to the present, the Cleveland Clinic has always employed and salaried its physicians and Ph.D. scientific investigators without incentive compensation. Specialization and sub-specialization have characterized the practice and growth of the Cleveland Clinic, while its commitment to the integration of research and education into a dynamic healthcare practice has allowed Cleveland Clinic and its physicians and researchers to make many important contributions to the practice of medicine over the years.
Cleveland Clinic Investment Office Overview
The Cleveland Clinic Investment Office (CCIO) is stewarded by the Investment Committee of the Board of Directors. Guided by the Investment Policy Statement for each of the investment portfolios, CCIO invests across a globally diversified pool of asset classes and employs many of the world‚s most successful investment managers for security selection of public and private equities, fixed income, absolute return strategies, real assets and derivative products.
CCIO is a values-driven organization. From its inception in 2015, the Investment Committee and senior leadership sought to create a division of the Cleveland Clinic whose foundation is excellence and innovation. The Investment Office embraces a generalist model of investing where a team of experts are focused on delivering value to the total portfolio, engage in constructive debate, thrive on collaboration, embrace a sense of personal humility, and seek to continuously improve.
CCIO is responsible for managing and growing the $8 billion investment portfolio.
Primary Objectives and Goals
The Senior Investment Analyst position is an integral part of the team, providing support for investment and strategy decisions related to the CCF portfolios. The Senior Investment Analyst will work with the CIO and Managing Directors to monitor and shape investments in multiple asset classes, and in some cases, will oversee a small portfolio of managers or a grouping of managers that fit within a short, intermediate or long term investment theses. The position requires the ability to work in a fast-paced environment, supporting the team in financial modeling, trading and rebalancing the portfolios, performing economic analysis, and other projects. Ongoing responsibilities will primarily be to support the investment team in researching investment views and specific assignments and mentor junior team members.
Functional Responsibilities Include:
Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes.
Construct financial models to adequately create, assess, and execute investment themes and individual managers from both a risk and return perspective.
Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital and real asset managers.
Maintain quantitative and qualitative manager performance activity and holdings within CCFs internal database.
Collaborate with the risk management team to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes.
Create economic and investment market updates for the internal team and present contrarian views.
Prepare internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations and other portfolio characteristics
Interface and lead meetings with existing and prospective managers, custodian bank and external service providers.
Assist in the preparation of presentations to the Investment and Finance Committees and other internal CCF stakeholders.
Complete special projects as deemed appropriate.
Travel overnight both domestically and internationally to attend manager meetings.
Serve as a respected ambassador for CCF at manager meetings, conferences and industry events.
Professional Experience:
A minimum of 5 to 7 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management.
Demonstrated ability to manage a portfolio of assets and source/create unique investment opportunities.
Excellent quantitative and analytical skills with a firm understanding of the financial markets and investment environment.
High degree of individual initiative with a sense of urgency. Proven ability to meet deadlines.
Demonstrated ability to coordinate continuous workflow with other internal and external parties.
Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg.
MBA or MS in business, finance, economics or mathematical sciences with a strong record of academic achievement. Possession or progression toward CFA or CAIA is desirable.
Qualified Candidates Contact:
Cindy McNeirney, Recruiter
Ph: (216) 315-1159
Link to online posting: inicCareers/job/CC-Administrative-Campus /Senior-Investment-Analyst---Equity-Team _6119
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